Magnolia Management Llc 401(k) Plan: Login, Facts & Contact Information

Magnolia Management Llc 401(k) Plan Facts

Plan name
MAGNOLIA MANAGEMENT 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MAGNOLIA MANAGEMENT LLC
Participants
4 (4 active employees)
Plan assets
$56,529 at Dec 31, 2024
Average account balance
$14,132 across 4 accounts
Employer contributions
$4,743 in plan year 2024 (36% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $13,300 went into the plan in contributions, $4,743 of it from the employer (36%).
  • Investment and other income added $4,738.

How the Magnolia Management Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$2,556$1,430$0
20203$10,959$3,776$0
20213$21,049$4,022$0
20223$24,855$4,064$0
20233$38,557$4,215$0
20244$56,529$4,743$0

Magnolia Management Llc 401(k) Contact Information

Phone
503-702-0577
Mailing address
PO BOX 960, WILLAMINA OR 97396
Plan sponsor
MAGNOLIA MANAGEMENT LLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
81-4431476
Plan number
001

Questions about the Magnolia Management Llc 401(k)

Does Magnolia Management Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4,743, 36% of all contributions.

Does the Magnolia Management Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Magnolia Management Llc 401(k) plan?

4 participants at the start of plan year 2024, 4 of them active employees.

What is the average 401(k) balance at Magnolia Management Llc?

About $14,132 per account: $56,529 in plan assets across 4 accounts with a balance at the end of plan year 2024.

Who manages the Magnolia Management Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Magnolia Management Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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